Advisory

AuditBoard is Now Optro

Technology March 9, 2026 

AuditBoard is Now Optro

"From internal audit and cybersecurity to third-party risk and AI governance, our name now conveys the scale of enterprise risk we help solve for today," Optro CEO Raul Villar Jr. said.

Jason Bramwell

nsa logo

February 23, 2020 

NSA Offers Suggestions on Restructuring the IRS

While given the opportunity to be signatory on a letter drafted by various other industry organizations, the NSA opted to deliver an independent response. NSA’s suggestions draw from decades of advocacy and a strong relationship with the IRS, the ...

 GBQ Acquires Toledo Accounting Firm Weber Clark

February 23, 2020 

GBQ Acquires Toledo Accounting Firm Weber Clark

Weber Clark founding member Jim Weber and his team join GBQ to bring the total staff count to 219. Weber and his fellow partners will become partners at GBQ and will lead GBQ’s Toledo office.

apps

February 18, 2020 

Apps We Love: Feb. 2020 – Meeting & Calendar Apps

We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the...…

Gail Perry

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February 17, 2020 

3 Secrets to Ensure Successful (and Profitable) Client Meetings

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…

Darren Root, CPA, CITP, CGMA

payroll

February 12, 2020 

38% of U.S. Workers Live Paycheck to Paycheck

Financial stress is having a negative effect on employee productivity, engagement and health. This is especially true among “struggling” employees, identified as those who live paycheck to paycheck and have difficulty controlling spending.

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February 10, 2020 

Do You Have a Clear Technology Vision

Most impressive at CES this year were hardware solutions to real world problems. We’ll discuss each of them, but I was particularly impressed by new generation laptops, monitors (including a second portable monitor), scanners, keyboards and mice.

Randy Johnston

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February 4, 2020 

Yale Turns to CPA Firm for Innovative Business Guidance

OCR collaborates with a number of outside firms that new ventures may need to call upon for legal, accounting, marketing, or other services. FML is excited to support rising OCR innovators in a myriad of ways including: tax and accounting matters ...

 Xendoo Receives Grant for Accounting Solution

February 4, 2020 

Xendoo Receives Grant for Accounting Solution

To select the companies in the cohort, a diverse advisory board of investors, entrepreneurs, financial industry leaders, academics and activists evaluated more than 100 applicants on their team, business model and product-market fit.